iShares S&P 500 Index shares owned by KWB Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 13k | 620.92 |
| 2025-06-30 | $8.2M | 15k | 561.91 |
| 2025-03-31 | $8.8M | 15k | 588.68 |
| 2024-12-31 | $8.7M | 15k | 576.80 |
| 2024-09-30 | $8.3M | 15k | 547.24 |
| 2024-06-30 | $7.9M | 15k | 525.73 |
| 2024-03-31 | $8.2M | 16k | 525.74 |
| 2023-12-31 | $7.5M | 16k | 477.64 |
| 2023-09-30 | $7.3M | 16k | 445.70 |
| 2023-06-30 | $7.3M | 16k | 445.70 |
| 2023-03-31 | $7.2M | 19k | 384.22 |
| 2022-12-31 | $7.3M | 19k | 384.20 |
| 2022-09-30 | $6.9M | 19k | 358.66 |
| 2022-06-30 | $7.5M | 20k | 379.15 |
| 2022-03-31 | $12M | 24k | 477.00 |
| 2021-12-31 | $12M | 24k | 477.00 |
| 2021-09-30 | $11M | 26k | 430.83 |
| 2021-06-30 | $11M | 27k | 397.83 |
| 2021-03-31 | $11M | 27k | 397.83 |
| 2020-12-31 | $12M | 31k | 375.40 |